Artisan Partners Limited Partnership
CIK 1466153 · Holdings on Mar 31, 2025 · First reported May 14, 2025
Top ten holdings
Q1 2025- ACGL3.65%
- ARGX2.67%
- ELV2.36%
- SCHW2.25%
- BRK.B2.23%
- BNY2.13%
- META1.98%
- AXP1.96%
- GRMN1.95%
- NFLX1.94%
Share classes counted separately23.12%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ICLRWeight increased · +1.16 pp0.06% → 1.22%Shares +4.10M (+2097.19%)
- SNOWWeight increased · +0.89 pp0.13% → 1.02%Shares +3.74M (+669.70%)
- GOOGLWeight decreased · -0.88 pp2.75% → 1.87%Shares -1.95M (-20.68%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ACGLARCH CAPITAL GROUP LTDORD View history and evidence | $2.25B | 3.65% | 23.42M shares | 3.33% → 3.65%+0.32 pp +33.69K (+0.14%) | Added | ↗▾ |
| 02 | ARGXARGENX SE - ADRSPONSORED ADR View history and evidence | $1.65B | 2.67% | 2.79M shares | 2.91% → 2.67%-0.24 pp -284.11K (-9.25%) | Reduced | ↗▾ |
| 03 | ELVELEVANCE HEALTH INC View history and evidence | $1.46B | 2.36% | 3.35M shares | 1.63% → 2.36%+0.73 pp +474.93K (+16.51%) | Added | ↗▾ |
| 04 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $1.39B | 2.25% | 17.75M shares | 2.07% → 2.25%+0.18 pp -388.58K (-2.14%) | Reduced | ↗▾ |
| 05 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $1.37B | 2.23% | 2.58M shares | 1.84% → 2.23%+0.39 pp -52.49K (-1.99%) | Reduced | ↗▾ |
| 06 | BNYBANK OF NEW YORK MELLON CORP View history and evidence | $1.31B | 2.13% | 15.66M shares | 1.89% → 2.13%+0.24 pp -310.21K (-1.94%) | Reduced | ↗▾ |
| 07 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $1.22B | 1.98% | 2.11M shares | 2.36% → 1.98%-0.38 pp -504.25K (-19.27%) | Reduced | ↗▾ |
| 08 | AXPAMERICAN EXPRESS CO View history and evidence | $1.21B | 1.96% | 4.49M shares | 2.03% → 1.96%-0.07 pp +50.27K (+1.13%) | Added | ↗▾ |
| 09 | GRMNGARMIN LTDSHS View history and evidence | $1.20B | 1.95% | 5.54M shares | 1.79% → 1.95%+0.16 pp -106.11K (-1.88%) | Reduced | ↗▾ |
| 10 | NFLXNETFLIX INC View history and evidence | $1.20B | 1.94% | 1.29M shares | 1.77% → 1.94%+0.17 pp -6.91K (-0.53%) | Reduced | ↗▾ |
Options overlay 3
$251.52M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
MSFTMICROSOFT CORP View history and evidence | Put | 484.40K | $181.84M | -34.60K (-6.67%) | ▾ |
TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | Put | 241.00K | $40.01M | +241.00K | ▾ |
NVDANVIDIA CORP View history and evidence | Put | 273.80K | $29.67M | +273.80K | ▾ |
3 / 3 options · preview only
Exited positions 50
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PWR QUANTA SERVICES INC | Non-derivative | -2,161,266 | -$683.07M | SEC filing ↗ | SEC filing ↗ |
| CP CANADIAN PACIFIC KANSAS CITY | Non-derivative | -4,508,243 | -$326.00M | SEC filing ↗ | SEC filing ↗ |
| ONTO ONTO INNOVATION INC | Non-derivative | -1,515,152 | -$252.53M | SEC filing ↗ | SEC filing ↗ |
3 / 50 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1466153 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 61901899496
}Research all 345 reported holdings.
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